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AMD Gave a Developer Award to Someone Who Can't Code

Today I went to the AMD Developer Conference in Shanghai. Over 2,000 people packed the venue, and AMD gave one of its two developer awards to a non-coder who used an AI agent to rewrite a project in Rust. A year ago everyone worried about demand; six months later, all anyone asks is: 'Got more supply?'

5 min read

No More Babysitting the Agent

I spent two days automating with the Codex app, burned through a Pro account, and made virtually no progress. Switching to Codex CLI's Goal feature fixed everything immediately. At first I thought the model had gotten dumber, but then I realized: the agent form factor is solidifying, and humans shouldn't be chained to the screen anymore.

9 min read

The Most Expensive Waste in the Agent Era: GPUs Waiting on CPUs

I ran seven hundred rounds of AI Infra experiments, and thirty-five hours were entirely eaten up by environment startup. At first I thought GPT-5.5 fast mode wasn't fast enough, but later realized it wasn't the model thinking—it was the model waiting for the CPU. Intel has already tightened the server CPU:GPU ratio from 1:8 to 1:1.

6 min read

The Word 'AI' Has Changed Its Soul Three Times

A few decades ago, AI meant machine learning. Three years ago, it was ChatGPT. This year, it's agents. The word never changed, but what it contains has been replaced three times over. Most people are still stuck in the previous generation's cognitive framework, discussing something that doesn't actually exist.

7 min read

What Agents Lack Isn't Intelligence, It's Trust

Zero-friction onboarding plus extremely powerful AI intelligence—two pillars can't hold up a product. When users see an agent executing incomprehensible commands in the terminal, their first reaction isn't awe, it's fear. The missing pillar is progressive trust.

3 min read

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